Bloomberg Technology
SpaceX Stocks Still Volatile, Says JPMorgan Strategist
Stephanie Aliaga, JPMorgan Asset Management global market strategist, says to expect SpaceX volatility in the next six months. She also says they are expective some big high-profile AI names, but the IPO markets are still going to be selective. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…
Bloomberg Technology
Tesla Deliveries Jump 25% | Bloomberg Tech 7/02/2026
Bloomberg’s Ed Ludlow breaks down reports that OpenAI is holding early-stage discussions about giving the US government a 5% equity stake. Plus, Tesla’s delivery numbers rose 25% from a year ago, beating Wall Street’s expectations by a wide margin. And, he CEO of Microsoft’s commercial business discusses the tech giant’s plan to set up a…
Bloomberg Technology
Nuclear Reactor Powers Nvidia AI Chip in US First
Valar Atomics, a California-based nuclear startup, generated power from an advanced reactor to run an Nvidia AI chip. While just a trickle of electricity was produced, it’s the first time a next-gen reactor has done so in the US. On the heels of a demonstration of Valar’s Ward 250 reactor connecting to the Nvidia Blackwell…
Bloomberg Technology
Microsoft Shifts Strategy on Enterprise AI
Microsoft is mobilizing 6,000 employees in a new unit aimed at helping enterprise clients better utilize AI. Judson Althoff, CEO of Microsoft’s commercial business, discusses what is driving this move and what impact Microsoft hopes to see. He joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: …
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@LoanwordEggcorn
June 15, 2026 at 7:09 pm
If the SpaceX data satellites work, along with Starship delivery to orbit, then SpaceX may capture most of the AI hardware spend AND compute revenue. ARK models the former at a 25% lower cost than ground based datacenters. Plus no NIMBY, etc.
@mgsKim5473
June 15, 2026 at 8:27 pm
What I like about SpaceX is I have contact with GROK AI. That’s cool